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Senior Manager, Family Office Services
2 months ago
We are seeking a highly skilled Senior Manager to join our Family Office team at KPMG Canada. As a Senior Manager, you will play a key role in delivering high-touch services to our multi-family office clients, acting as a financial quarterback to our clients and their families.
Key Responsibilities- Manage the daily accounting/financial activities for multiple client entities, including strategic reporting and financial modeling.
- Support the Family Office team in overall productivity and effectiveness, fostering close working relationships with internal and external stakeholders.
- Work collaboratively and cross-functionally with key stakeholders, including Partners, senior leaders, business unit leaders, accounts, marketing team, finance, information technology, human resources, and executive team.
- Provide strategic advice on cash flow management, financial performance, and forecasting, maintaining a consolidated view of clients' overall financial/investment picture.
- Coordinate accounting, bookkeeping, investment reporting activities, and oversee the finance/accounting/bookkeeping team's activities.
- Act as the key Liaison for the client, holding regular status update meetings with the Lead Family Office Relationship Manager, Lead Partner, and Family Office Leader.
- Conduct financial reconciliation, accuracy checks, and maintain a strong understanding of complex financial structures involving investment companies, brokerage, and bank accounts, credit and lending structures, trusts, partnerships, and estate planning.
- Prepare customized reporting, including financial modeling and Key Performance Indicator reports, using Family Office technology and other tools.
- Maintain client document management systems and related technology platforms.
- Coordinate financial activities with external/internal advisors, including bankers, accountants, and lawyers, such as investment activities, capital calls, and comprehensive analysis of client pro forma information.
- Offer advice on optimizing cash flow and overall structure, working together with the Wealth Strategy leader.
- Maintain an understanding of investments and general understanding of fiscal, legal, and accounting implications.
- Act as project manager for Multi-Family office or Single-family office engagements, coordinating various client-related moving parts and ensuring on-time responses and delivery.
- Support the Lead Relationship Manager and Family Office Leader with the proposal process.
- Help maintain client prospect lists, pipeline reports, and other business development/leadership update reports.
- Bachelor's or master's degree in Commerce, Finance, or Accounting; CPA-CGA is an asset.
- 7+ years client-facing/relationship management experience with a focus on financial analysis, accounting, and bookkeeping or wealth strategy.
- Prior audit, tax, financial controller experience is an asset.
- Prior experience working with a Family Office or professional services organization in a similar role is an asset.
- Ability to synthesize large quantities of complex data into meaningful insights for clients.
- Ability to work and effectively communicate with senior-level business partners.
- Excellent business judgment, analytical, and decision-making skills.
- Knowledge of financial reporting and data mining tools such as SQL, Access, etc.
- Strong demonstrated use of Excel, Word, and PowerPoint.
- Strong interpersonal/facilitation and client relationship management skills.
- Has an eagerness to learn and help grow the practice.
- Strong familiarity with KPMG service lines and strong network within professional services is an asset.
- Ability to work strategically and collaboratively across functions/groups.
- Effective, versatile, and action-oriented.
KPMG Enterprise and Family Office advisers are dedicated to working with businesses and successful families, providing them with the support and guidance they need to drive success. Our clients gain access to KPMG's global resources through a single point of contact - a trusted adviser to their company.
We understand that the nature of a family business is inherently different from a non-family business and requires an approach that considers the family component. Our Family Business advisers share practical advice and experienced guidance to help our clients succeed.
KPMG Enterprise manages a global network dedicated to offering relevant information and advice to family-owned companies. We are committed to creating a respectful, inclusive, and barrier-free workplace that allows all of our people to reach their full potential.
Benefits and CompensationThe expected base salary range for this position is $102,500-$200,000 and may be eligible for bonus awards. The determination of an applicant's base salary within this range is based on the individual's location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program.
